Latest Institutional Purchases of Spdr Bloomberg Convertible Sec (CWB)
This list provides information on the latest institutional transactions involving Spdr Bloomberg Convertible Sec (CWB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
16New |
$1.03K - $1.11K
|
16
$1.3K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 0.31% |
$705 - $765
|
3.58K
$290K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4New |
$256 - $278
|
4
$324
|
|
| Q4 2022 | |||||||
|
Feb 02, 2023
Q4 2022
|
Appleton Group, LLC
|
BUY
|
- |
41.8KNew |
$2.63M - $2.8M
|
41.8K
$3.39M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
24.3KNew |
$1.53M - $1.63M
|
24.3K
$1.97M
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
12.3KNew |
$774K - $825K
|
12.3K
$999K
|
|
|
Feb 13, 2023
Q4 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
9.96KNew |
$627K - $668K
|
9.96K
$808K
|
|
|
Feb 08, 2023
Q4 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
9.63KNew |
$606K - $645K
|
9.63K
$781K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
9.32K+ 95.63% |
$586K - $624K
|
19.1K
$1.55M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
6.5KNew |
$409K - $436K
|
6.5K
$527K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
3.94KNew |
$248K - $264K
|
3.94K
$319K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.66KNew |
$230K - $245K
|
3.66K
$297K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.61KNew |
$227K - $242K
|
3.61K
$293K
|
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3.5KNew |
$220K - $235K
|
3.5K
$284K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.48KNew |
$219K - $233K
|
3.48K
$282K
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
3.18KNew |
$200K - $213K
|
3.18K
$258K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.9KNew |
$182K - $194K
|
2.9K
$235K
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
2.74K+ 8.44% |
$172K - $184K
|
35.2K
$2.85M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.5KNew |
$94.4K - $101K
|
1.5K
$122K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.33KNew |
$83.6K - $89.1K
|
1.33K
$108K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.13KNew |
$71.2K - $75.9K
|
1.13K
$91.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
632New |
$39.8K - $42.4K
|
632
$51.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
613New |
$38.6K - $41.1K
|
613
$49.7K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
609New |
$38.3K - $40.8K
|
609
$49.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
500New |
$31.5K - $33.5K
|
500
$40.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
438New |
$27.6K - $29.4K
|
438
$35.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
426New |
$26.8K - $28.5K
|
426
$34.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
351New |
$22.1K - $23.5K
|
351
$28.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
343+ 623.64% |
$21.6K - $23K
|
398
$32.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
336New |
$21.1K - $22.5K
|
336
$27.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
259New |
$16.3K - $17.4K
|
259
$21K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
257+ 1.6% |
$16.2K - $17.2K
|
16.3K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
200+ 3.51% |
$12.6K - $13.4K
|
5.9K
$479K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
200New |
$12.6K - $13.4K
|
200
$16.2K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
182+ 64.08% |
$11.4K - $12.2K
|
466
$37.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
139New |
$8.74K - $9.31K
|
139
$11.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
120New |
$7.55K - $8.04K
|
120
$9.73K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
80New |
$5.03K - $5.36K
|
80
$6.49K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
45New |
$2.83K - $3.02K
|
45
$3.65K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
34New |
$2.14K - $2.28K
|
34
$2.76K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
16+ 1.1% |
$1.01K - $1.07K
|
1.47K
$119K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
121KNew |
$7.66M - $8.6M
|
121K
$9.81M
|
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
BUY
|
- |
26.4KNew |
$1.67M - $1.88M
|
26.4K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3.92KNew |
$248K - $279K
|
3.92K
$318K
|
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.89KNew |
$246K - $277K
|
3.89K
$316K
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.31KNew |
$209K - $235K
|
3.31K
$268K
|
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.33KNew |
$84.3K - $94.7K
|
1.33K
$108K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.33K+ 42.15% |
$84.1K - $94.5K
|
4.48K
$364K
|
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.14K+ 22.55% |
$72.4K - $81.3K
|
6.22K
$504K
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
800New |
$50.6K - $56.9K
|
800
$64.9K
|
|